How can I add users in ApprovalMax? (Stand-alone)
This is how you add users in ApprovalMax:
- In the main menu, select your Organisation and open the Users page under Workflows And Settings:
- Click on the
button and type in the user’s email address.
You can enter multiple email addresses; separated by a comma, semicolon, or whitespace. Check below how to add users in bulk. - Then click on the
button. When all users are listed, click on NEXT:
- In the dialogue window, specify whether you want to invite users right away or not:
- To send the invitation, select "Invite the users by email right away" and click on FINISH:
- Once the invitation has been sent, the status is Pending.
You can resend the invitation by clicking on “Invite again” or “Off-board user” respectively:
- When the invitee has accepted the invitation, their status changes to Active and you can proceed with the settings for this person (assign an appropriate role / set up an approval workflow).
This is how you add users in bulk:
Adding a large number of users in one go is easy:
Adding a large number of users in one go is easy:
- Go to the main menu, select your Organisation and open the Users page under Workflows And Settings.
- Click on the ADD USER button.
- Enter the users' email addresses via copy-paste or type in each email address one by one, separated by a space:
- To skip inviting users for the moment, keep the default “Do not invite” and click on FINISH.
- To invite these persons and make them active users of the approval workflows, select “Invite the users by email right away”:
- Users that were added to ApprovalMax but have not yet been invited are displayed on the Users page with the status Not Invited:
Feel free to watch our video tutorial for a walk-through.
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